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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
651
Insigneo Advisory Services
Florida
$931K +$132K +860 +16%
MWP
652
Meriwether Wealth & Planning
Louisiana
$928K -$527K -3,436 -36%
HWMO
653
Heritage Wealth Management (Ohio)
Ohio
$924K +$1.07K +7 +0.1%
SC
654
Schulhoff & Co
Ohio
$924K
JWM
655
Jeppson Wealth Management
California
$922K
WANY
656
Wealthspire Advisors (New York)
New York
$922K -$33.9K -221 -4%
KP
657
Keel Point
Alabama
$919K -$317K -2,066 -26%
DBFM
658
Dickmeyer Boyce Financial Management
Indiana
$918K +$921K +6,007 New
BMCM
659
Bryn Mawr Capital Management
Pennsylvania
$917K -$525K -3,423 -36%
PBK
660
Peoples Bank (Kansas)
Kansas
$915K -$6.13K -40 -0.7%
KIG
661
Kennedy Investment Group
New Jersey
$913K -$307 -2 -0%
CCG
662
Cypress Capital Group
Florida
$907K -$3.83K -25 -0.4%
BI
663
Bradyco Inc
Massachusetts
$892K
GFG
664
Goldstone Financial Group
Illinois
$892K -$160K -1,041 -15%
FB
665
Fulton Bank
Pennsylvania
$891K -$117K -765 -12%
PSP
666
Principal Street Partners
Tennessee
$887K +$12.1K +79 +1%
MMPW
667
Mitchell McLeod Pugh & Williams
Alabama
$885K
NAM
668
NTV Asset Management
West Virginia
$884K
FCBT
669
First Citizens Bank & Trust
North Carolina
$883K +$63.5K +414 +8%
S
670
Steadtrust
Texas
$881K +$3.83K +25 +0.4%
RCM
671
Radnor Capital Management
Pennsylvania
$874K
DIP
672
Davis Investment Partners
North Carolina
$864K +$867K +5,658 New
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$862K +$206K +1,344 +31%
Credit Agricole
674
Credit Agricole
France
$861K +$864K +5,636 New
NRS
675
Neville Rodie & Shaw
New York
$857K -$123K -800 -12%